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What You'll Do

As a Strategic Client Group Analyst, you will support the strategic client group and sales teams in their engagement with institutional plan sponsors and consultants. This is an excellent opportunity to build a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The role is critical to the team’s strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private markets. Responsibilities include acting as the team’s liaison with our external constituents and internal partners – providing follow up materials, preparing briefing documents and collaborating on pipeline opportunities.

We’re looking for someone who embraces new opportunities to learn, thrives under pressure, can juggle competing demands with grit and focus, and isn’t afraid to roll up their sleeves to help achieve the firm’s strategic goals. This is your chance to work collaboratively across with institutional sales, relationship management and investment professionals in support of the clients we serve in our largest strategic relationships in asset management.

Key responsibilities

+ Support relationship managers and/or institutional sales team members with day-to-day activities.

+ Act as a team representative and critical liaison with external and internal constituents -providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates.

+ Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning.

+ Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials.

+ Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach.

+ Create and update internal Power Point presentations, take meeting notes, track action items and follow up.

+ Manage contact lists and oversee the team’s coordinated outreach related to specific offerings and firm announcements

+ Assist with project work: pipeline tracking and strategic initiatives.

+ Regularly review consultant websites for current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interestsand decision-making processes.

What we offer

+ Structured onboarding and mentorship with exposure to senior leaders and investment team members – across traditional and alternative investment offerings.

+ Client-facing opportunities and career path towards roles related to sales, strategic partnerships, client management.

+ Competitive pay, bonus, benefits, and professional development support.

Who** **we are

+ Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

+ Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Who You Are

+ Bachelor's degree or eight years of equivalent experience

+ FINRA licensing required within 90 days of employment including SIE, Series 7, Series 63 licenses

+ Must have basic PC skills, database experience and spreadsheet skill

+ Ability to learn systems and applications/databases, including Salesforce

+ Investment product and capital markets knowledge preferred

+ Must be able to attend to the day to day details while maintaining a strategic focus

+ High energy, relentless passion to succeed and willingness to give back to team and community

+ Excellent verbal and written communication skills

+ Creative and persuasive marketer with ability to leverage technology and data analytics

+ Excellent planning, organization, and time management skills

+ High level of accountability and maintains professional and ethical standards

+ Analytical / Reasoning skills

+ Willingness to become proficient utilizing technology including salesforce and other client marketing tools

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$48450 - $95950 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

No

Location

This role is located in Des Moines, IA or Charlotte, NC. It is an office hybrid role that has three designated days in the office and two remote days weekly.

Job Level

Open to hiring at a higher level based off of skills and experience.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

12/18/2025

Most Recently Posted Date

12/19/2025

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